When you make a planned gift to the Junior League of Charlotte, Inc. (JLC), it represents a deep personal commitment to advance women’s leadership for meaningful community impact through volunteer action, collaboration, and training. While these gifts often honor or memorialize loved ones, they also provide an investment in the League’s future and leave a lasting legacy for the future membership of the League and the community.

Estate contributions and memorial gifts are made to the JLC’s Legacy Foundation.

This site provides information that will allow you to further the work of the JLC in a way that is consistent with your own financial goals. If you have further questions, please email info@jlcharlotte.org.

Take advantage of our helpful tools to assist you in organizing information for your estate planning efforts:

• Resource Planning Guide
• Declaration of Intent Form (for new & updating requests)

CHARITABLE ESTATE PLANNING OPTIONS

Outright Contributions:

• Cash or Securities: Cash gifts and securities are deductible on an individual’s income tax filing. Please contact your CPA for more details.
• Personal Property: Such gifts might be jewelry, antiques, artwork or other tangible personal property.
• Real Estate: It is possible to donate your primary residence, vacation home or other real estate to the Junior League of Charlotte while still maintaining residency on the property during your lifetime.

 Planned Contributions:

• Will or Codicil Bequest: A bequest in your will can be used to leave any of the above outright gifts to JLC or to establish a planned contribution.
• Charitable Gift Annuity: It is possible to make a donation of cash or securities to establish a Charitable Gift Annuity to provide you or another individual with guaranteed, partially tax-free income for life.
• Charitable Remainder Trust: A Charitable Remainder Trust provides an individual with income for either life or a term up to 20 years from the date the gift is made. When the trust terminates, JLC receives the trust’s principal.
• Charitable Lead Trust: A Charitable Lead Trust provides the Junior League of Charlotte with a steady income for a term of years or the life of an individual. When the trust terminates, the donor’s designated heirs will receive the trust’s appreciated principal.
• Life Insurance: There are several ways to use life insurance to make a donation to the Junior League of Charlotte. The JLC Legacy Foundation can be named as owner and beneficiary to an existing policy or a new policy can be established.
• Retirement Assets:  The combination of federal income, estate and excise taxes can seriously erode the value of retirement savings. Naming the Junior League of Charlotte as a beneficiary of these assets can save your estate and heirs both income tax and federal estate taxes.